Spire Wealth Management
MCLEAN VA · SEC CIK 0001858740
$33.11亿2026Q2 申报市值
2,225持仓数
23.3%前十大占比 · 第一大 5.2%
133 / 172新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JBL 加仓+$800.67万
TWLO 加仓+$601.46万
FTI 加仓+$541.05万
HACK 加仓+$489.57万
BNY 加仓+$459.23万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$997.02万
NVDA 减仓-$607.41万
META 减仓-$580.64万
AAPL 减仓-$499.88万
LITE 减仓-$481.47万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KVUE | KENVUE INC | $9.26万 | 0.00% | 4,843 | 781 | 19.2% | $1.49万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $9.22万 | 0.00% | 290 | 8 | 2.8% | $2,545 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $9.17万 | 0.00% | 830 | -77 | -8.5% | -$8,505 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $9.15万 | 0.00% | 1,637 | 0 | 0.0% | — | 不变 |
| KT | KT CORP | $9.15万 | 0.00% | 5,296 | -1,131 | -17.6% | -$1.95万 | 减仓 |
| CMS | CMS ENERGY CORP | $9.15万 | 0.00% | 1,196 | -8 | -0.7% | -$612 | 减仓 |
| SYY | SYSCO CORP | $9.11万 | 0.00% | 1,090 | -602 | -35.6% | -$5.03万 | 减仓 |
| GSK | GSK PLC | $9.06万 | 0.00% | 1,729 | -24 | -1.4% | -$1,258 | 减仓 |
| CNI | CANADIAN NATL RY CO | $9.05万 | 0.00% | 759 | 50 | 7.1% | $5,960 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $9.03万 | 0.00% | 10,554 | -786 | -6.9% | -$6,728 | 减仓 |
| BIDD | BLACKROCK ETF TRUST | $9.01万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| LQDT | LIQUIDITY SVCS INC | $9.00万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $8.97万 | 0.00% | 445 | 36 | 8.8% | $7,256 | 加仓 |
| TOL | TOLL BROTHERS INC | $8.93万 | 0.00% | 542 | -126 | -18.9% | -$2.08万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $8.79万 | 0.00% | 522 | -380 | -42.1% | -$6.40万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $8.79万 | 0.00% | 3,391 | -1,500 | -30.7% | -$3.89万 | 减仓 |
| OKTA | OKTA INC | $8.69万 | 0.00% | 637 | 134 | 26.6% | $1.83万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $8.68万 | 0.00% | 1,002 | 100 | 11.1% | $8,659 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $8.59万 | 0.00% | 2,012 | -6,301 | -75.8% | -$26.90万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $8.56万 | 0.00% | 347 | -3 | -0.9% | -$740 | 减仓 |
| NVT | NVENT ELECTRIC PLC | $8.53万 | 0.00% | 503 | -6 | -1.2% | -$1,018 | 减仓 |
| PFFA | ETFIS SER TR I | $8.52万 | 0.00% | 4,144 | 1,151 | 38.5% | $2.37万 | 加仓 |
| — | TOPBUILD CORP | $8.51万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $8.39万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO MTN BE | $8.34万 | 0.00% | 3,484 | -55 | -1.6% | -$1,317 | 减仓 |
| BDX | BECTON DICKINSON CO | $8.29万 | 0.00% | 548 | -241 | -30.5% | -$3.65万 | 减仓 |
| XYZ | BLOCK INC | $8.28万 | 0.00% | 1,090 | -600 | -35.5% | -$4.56万 | 减仓 |
| UTF | COHEN STEERS INFRASTRUCTUR | $8.28万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD | $8.26万 | 0.00% | 991 | -5 | -0.5% | -$417 | 减仓 |
| IMO | IMPERIAL OIL LTD | $8.24万 | 0.00% | 735 | 2 | 0.3% | $224 | 加仓 |
| DDOG | DATADOG INC | $8.23万 | 0.00% | 316 | -126 | -28.5% | -$3.28万 | 减仓 |
| IYK | ISHARES TR | $8.20万 | 0.00% | 1,128 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $8.17万 | 0.00% | 5,057 | -1,507 | -23.0% | -$2.44万 | 减仓 |
| PSLV | SPROTT PHYSICAL SILVER TR | $8.17万 | 0.00% | 4,330 | -1,557 | -26.4% | -$2.94万 | 减仓 |
| INSM | INSMED INC | $8.17万 | 0.00% | 766 | 1 | 0.1% | $107 | 加仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $8.15万 | 0.00% | 12,464 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $8.13万 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| — | PGIM S&P 500 Buffer 12 ETF - June | $8.12万 | 0.00% | 2,562 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC | $8.10万 | 0.00% | 1,200 | 800 | 200.0% | $5.40万 | 加仓 |
| VLUE | ISHARES TR | $8.07万 | 0.00% | 404 | 8 | 2.0% | $1,599 | 加仓 |
| — | AllianzIM US Large Cap Buffer 10 ETF - June | $8.06万 | 0.00% | 2,133 | -33 | -1.5% | -$1,247 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $8.02万 | 0.00% | 3,672 | 1,840 | 100.4% | $4.02万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $8.01万 | 0.00% | 935 | -1,750 | -65.2% | -$14.99万 | 减仓 |
| RMBS | RAMBUS INC DEL | $7.99万 | 0.00% | 602 | 1 | 0.2% | $133 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.98万 | 0.00% | 3,039 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $7.98万 | 0.00% | 587 | -1,496 | -71.8% | -$20.34万 | 减仓 |
| RBLX | ROBLOX CORP | $7.95万 | 0.00% | 1,462 | -71 | -4.6% | -$3,861 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $7.94万 | 0.00% | 2,666 | 2,666 | — | $7.94万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $7.93万 | 0.00% | 1,300 | 300 | 30.0% | $1.83万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $7.89万 | 0.00% | 1,034 | -4 | -0.4% | -$305 | 减仓 |
| CELH | CELSIUS HLDGS INC | $7.87万 | 0.00% | 2,689 | -2,227 | -45.3% | -$6.52万 | 减仓 |
| CG | CARLYLE GROUP INC | $7.79万 | 0.00% | 1,850 | -1,106 | -37.4% | -$4.66万 | 减仓 |
| SNY | SANOFI | $7.78万 | 0.00% | 1,823 | 28 | 1.6% | $1,195 | 加仓 |
| LEN | LENNAR CORP | $7.76万 | 0.00% | 857 | 118 | 16.0% | $1.07万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $7.73万 | 0.00% | 4,428 | 207 | 4.9% | $3,612 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $7.67万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IDGT | ISHARES TR | $7.66万 | 0.00% | 640 | 250 | 64.1% | $2.99万 | 加仓 |
| — | DIREXION SHS ETF TR | $7.64万 | 0.00% | 2,300 | 450 | 24.3% | $1.49万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $7.62万 | 0.00% | 197 | 5 | 2.6% | $1,934 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $7.58万 | 0.00% | 5,733 | 2,000 | 53.6% | $2.64万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $7.53万 | 0.00% | 2,826 | 2,700 | 2,142.9% | $7.20万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $7.53万 | 0.00% | 638 | -13,376 | -95.4% | -$157.78万 | 减仓 |
| IBTH | ISHARES TR | $7.44万 | 0.00% | 3,328 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $7.41万 | 0.00% | 768 | -301 | -28.2% | -$2.90万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $7.38万 | 0.00% | 4,391 | -3,391 | -43.6% | -$5.70万 | 减仓 |
| RKT | ROCKET COS INC | $7.37万 | 0.00% | 4,682 | -706 | -13.1% | -$1.11万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $7.35万 | 0.00% | 644 | -210 | -24.6% | -$2.40万 | 减仓 |
| XEVVX | EATON VANCE LTD DURATION INC | $7.34万 | 0.00% | 7,838 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $7.22万 | 0.00% | 497 | 13 | 2.7% | $1,889 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $7.18万 | 0.00% | 541 | -234 | -30.2% | -$3.11万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $7.17万 | 0.00% | 275 | -5 | -1.8% | -$1,303 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $7.17万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $7.12万 | 0.00% | 916 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP | $7.12万 | 0.00% | 7,157 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $7.05万 | 0.00% | 4,000 | -1,500 | -27.3% | -$2.64万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $7.05万 | 0.00% | 2,644 | -385 | -12.7% | -$1.03万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $7.03万 | 0.00% | 388 | -250 | -39.2% | -$4.53万 | 减仓 |
| PSX | PHILLIPS 66 | $7.02万 | 0.00% | 415 | -1,340 | -76.4% | -$22.68万 | 减仓 |
| DHI | D R HORTON INC | $6.98万 | 0.00% | 428 | 88 | 25.9% | $1.43万 | 加仓 |
| SII | SPROTT INC | $6.97万 | 0.00% | 620 | 65 | 11.7% | $7,303 | 加仓 |
| ENSG | ENSIGN GROUP INC | $6.96万 | 0.00% | 434 | -47 | -9.8% | -$7,537 | 减仓 |
| — | PIMCO HIGH INCOME FD | $6.95万 | 0.00% | 14,918 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $6.91万 | 0.00% | 472 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $6.89万 | 0.00% | 984 | 59 | 6.4% | $4,132 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $6.84万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $6.79万 | 0.00% | 1,050 | -1,055 | -50.1% | -$6.83万 | 减仓 |
| OMC | OMNICOM GROUP INC | $6.75万 | 0.00% | 927 | 689 | 289.5% | $5.02万 | 加仓 |
| EUFN | ISHARES TR | $6.74万 | 0.00% | 1,728 | -17 | -1.0% | -$663 | 减仓 |
| TSN | TYSON FOODS INC | $6.73万 | 0.00% | 1,176 | -132 | -10.1% | -$7,557 | 减仓 |
| — | CALAMOS ETF TR | $6.68万 | 0.00% | 2,401 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.68万 | 0.00% | 2,420 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $6.68万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $6.66万 | 0.00% | 2,800 | 2,200 | 366.7% | $5.23万 | 加仓 |
| KB | KB FINL GROUP INC | $6.65万 | 0.00% | 634 | 575 | 974.6% | $6.04万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6.64万 | 0.00% | 1,037 | 251 | 31.9% | $1.61万 | 加仓 |
| IONQ | IONQ INC | $6.63万 | 0.00% | 1,245 | 64 | 5.4% | $3,409 | 加仓 |
| TRP | TC ENERGY CORP | $6.63万 | 0.00% | 1,000 | -500 | -33.3% | -$3.31万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $6.62万 | 0.00% | 351 | -211 | -37.5% | -$3.98万 | 减仓 |
| ESLT | ELBIT SYS LTD | $6.60万 | 0.00% | 87 | -13 | -13.0% | -$9,864 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $6.58万 | 0.00% | 2,840 | 1,120 | 65.1% | $2.60万 | 加仓 |